Friday, March 11, 2022
8:00am - 8:30am | Registration & Refreshments
8:30am - 10:00am | Welcome & Roundtable Networking Activity
10:10am - 11:10am | Breakout Sessions
Payroll Track: What is New? - TRS Part 1
Dive into the new laws that affect the work you do in your district, what is going on with TRS pensions and the new supplemental savings plan.
Speaker:
Richard Frankenfeld Dir./Outreach, Teachers Retirement System (TRS)
Non-Payroll Track: Managing Your p-Card Program
Is your district part of the Illinois ASBO p-Card Program? Join this interactive session to review best practices and the online management tool, Spend Dynamics. Please bring your questions and get ready for answers!
Speaker:
Holly Wallace Sr. Programs Coordinator, Illinois ASBO
Non-Payroll Track: Records Retention
Learn about records retention including what documents to retain, how long to retain them and how to request disposal approval from the Records Management Services of the Illinois State Archives. Download the presentation HERE
Speakers:
Steve Colaizzi Record Analyst II, Secretary of State, IL State Archives
Marikay Hegarty Field Representative, Secretary of State, IL State Archives
11:25am - 12:25pm | Breakout Sessions
Payroll Track: Tips & Tricks for Gemini Reporting - TRS Part 2
Learn the ins and outs of TRS Gemini reporting and hear about what is coming on the horizon. Download the presentation HERE
Speaker:
Grant Brauer Employer Services Manager, Teachers Retirement System (TRS)
Non-Payroll Track: Ask the Auditors
It seems like audits constantly change due to evolving regulations and the changing environment. Come and ask seasoned auditors your questions about why audits work the way they do. Download the presentation HERE
Speakers:
Betsy Allen Audit Principal, Miller, Cooper & Co., Ltd.
Matt Geerdes Senior Manager, Crowe LLP
Non-Payroll Track: How to Deal with Change at Work
Whether you have a new boss, new responsibilities, a new software package or a new district, come learn some practical strategies to effectively deal with the only constant in our lives - CHANGE. Download the presentation HERE
Speakers:
Ryan Domeracki Dir./Business Services, DuPage HSD 88
Kristin Smetana Assistant Superintendent, Riverside-Brookfield Twp. SD 208
12:25pm - 1:20pm | Lunch
1:20pm - 2:20pm | Breakout Sessions
Payroll Track: Navigating Payroll Laws
Walk through the laws governing payroll, focusing on FLSA and overtime. Learn about additional IRS regulations and stay for questions and answers at the conclusion of the session. Download the presentation HERE
Speaker:
Mary Kalou Assistant Superintendent, Maine Twp. HSD 207
Non-Payroll Track: Managing the Financial Grant Process
Keeping track of various grants can be a daunting task. Learn best practices for coordinating expenditure tracking and reporting to maximize benefits for your district. Download the presentation HERE
Speaker:
Steve Wilt District Treasurer, CSBO, Wood Dale SD 7
Non-Payroll Track: Bonds 101
Learn the basics of issuing bonds and various district responsibilities after they have been sold. Discuss the different types of bonds, post-issuance compliance and continuing disclosure requirements. Download the presentation HERE
Speakers:
Andy Arndt Vice President, Baird Public Finance
Elizabeth Hennessy Managing Director, Raymond James & Associates, Inc.
Robert Lewis Senior V. P./Managing Director, PMA Securities LLC
Anjali Vij Partner, Chapman and Cutler LLP
2:30pm - 3:30pm | Breakout Sessions
Payroll Track: Payroll Communications - Staying Out of Trouble & Best Practices
Learn effective strategies for dealing with difficult questions from employees. Download the presentation HERE
Speakers:
Margaret Kyne Finance Manager, Union Ridge SD 86
Christopher Wildman, CPA, CGMA Asst. Supt./Finance, CSBO, Comm. Cons. Sch. Dist. 46
Non-Payroll Track: Best Practices for Audit Preparation
Learn effective strategies for communicating payroll successfully and develop best practices for your district. Download the presentation HERE
Speakers:
Nick Cavaliere Partner, Baker Tilly Virchow Krause, LLP
Jim Palmer Comptroller, Twp. High Sch. Dist. 214
Non-Payroll Track: Protecting Your District from Cyber-Attack
School districts are a prime target for theft and cyber-attacks. As attacks become more common and sophisticated, it is essential to understand how they can occur and be prevented. Learn fraud prevention tools and cybersecurity/online best practices that will help you protect your district from financial loss. Download the presentation HERE
Speakers:
Aimee Briles S.V.P./Government Funds, Wintrust Financial
Jessica Curran V.P./Government Banking, Fifth Third Bank
Maureen Jones Asst. Supt./Finance & Operations, CPA, Comm. Cons. Sch. Dist. 89